I do find it frustrating however that the quarterlies talk about revenue growth (which can include larger interest after a capital raise on higher R&D Tax Incentive because of more expenses) without explaining the context of the core trading revenue.
I suppose that's the good thing about the full year financial report - this stuff is available then.
But spare me the bullshit comparison commentary in the quarterlies - that's the thing that makes me distrust (and i am such a believer in this businesses ability to scale at a rate of knots)
trading at a 20% discount to NTA for a high growth tech business! But we know the reasons for that. Comfortable to be in at these prices.
GSW Price at posting:
42.0¢ Sentiment: Hold Disclosure: Held